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MRMRAAY

Murata Manufacturing Co., Ltd.

$MRAAY·$112B·Hardware, Equipment & Parts·Technology
$23.88-3.6%YTD+144.0%1Y+245.9%
Mentions · last 7 days
2026-07-09: 2 posts2026-07-10: 0 posts2026-07-11: 0 posts2026-07-12: 0 posts2026-07-13: 1 posts2026-07-14: 1 posts2026-07-15: 0 posts4+33%
Price updated 13m ago·X counts updated 2d ago
MRMRAAY
$MRAAYMurata Manufacturing Co., Ltd.
$23.88-3.63%4 posts+33%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $MRAAY, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersCooling offAI verdict · as of 2026-07-17

Catching its breath after a run — could pick back up or fade from here.

Murata Manufacturing up 246% over twelve months on the AI-electronics component cycle — July 29 has to confirm.

Murata Manufacturing is the specific Japanese specialty-electronic-components manufacturer whose specific MLCC-and-RF-component mix positions it as a specific AI-electronics-cycle beneficiary. The stock is up 246% over twelve months at 56% of the 52-week range.

Why the setup reads:

  • Fundamentals are best-in-class specialty-electronics: 17% operating margin and 8% ROIC at 76x TTM P/E — the specific numbers that let Murata earn a durable premium multiple during the AI-electronics cycle.
  • The tape has cooled: sitting 11% below the 50-day but 61% above the 200-day at 56% of the 52-week range with today's -9.8% drop and volume roughly at average — the specific pattern of a stock in specific digestion after a strong run.
  • The specific PS at 9.6x is elevated but not extreme for a specialty-electronics leader — meaning the specific commercial ramp arriving supports the multiple.
  • The check is the multiple: 76x TTM P/E leaves specific room for compression if AI-component mix specifically decels — meaning the print has to specifically deliver.

July 29 earnings is the trigger. A number confirming continued MLCC-and-RF revenue plus specific commentary on AI-datacenter component demand extends the leg; a soft revenue print with muted AI commentary is the specific setup that would compress the multiple.

What to watch: The July 29 print — MLCC-and-RF revenue, AI-datacenter component demand commentary, and any FY guide change. Above-consensus revenue extends the leg; a soft print activates compression risk.

On the calendar: 2026-07-29 — Q1 earnings

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What it does

Plain-English summary of the business — what they sell and how they make money.

Japanese leader in ceramic passive components (MLCCs, inductors) powering smartphones, EVs, and 5G devices.

Industry overviewAI analysisGenerated by AI from underlying data

Where Hardware, Equipment & Parts sits in its cycle right now — and what that implies for $MRAAY.

Hardware, Equipment & Parts · Technology

No material change from last week — structural AI data center buildout is intact but rotation from early YTD winners (SNDK +100%) compresses near-term premiums in the rack-to-server supply layer.

What this means for $MRAAY

Partial — Japanese leader in ceramic passive components (MLCCs, inductors) powering smartphones, EVs, and 5G devices; exposure exists but is diluted by diverse end markets and revenue mix.

Top industry ETF

$SOXXiShares Semiconductor ETF
+71.9%YTD
+116.0%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
75.6How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
8.4%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
17.5%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
1.1%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
9.6Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
9.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
42.3%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.0Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q1 2026Apr 30, 2026$0.13$0.10+30.0%
Q4 2025Feb 2, 2026$0.05——
Q3 2025Oct 31, 2025$0.15——
Q2 2025Jul 30, 2025$0.09$0.14-35.2%
Next earningsWed, Jul 29·consensus EPS $0.12

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY26$469.1B+13.9%43.2%15.8%$20.77$34.6B
Q3 FY26$475.9B+6.2%41.7%17.5%$7.00$72.7B
Q2 FY26$495.3B+7.3%42.8%20.9%$0.15$625.8M
Q1 FY26$416.2B-1.3%41.5%14.8%$13.42$-10.5B

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$1.78T$1.65T – $1.91T$57.92$52.63 – $63.549
FY27$1.99T$1.85T – $2.14T$88.18$80.13 – $96.739
FY28$2.35T$2.19T – $2.53T$142.69$129.66 – $156.529

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.1×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.56%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-11.2%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+61.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 3.6B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.0% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.255-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.ListedOTCListed on an over-the-counter market (PNK / OTCQB / OTCQX), not a major exchange. Lower disclosure requirements and thinner liquidity.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

No material 8-K / SC 13D / S-3 / 424B5 filings in the last 180 days.

+ 2 other (2 F-6EFs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Murata Manufacturing Inc. (MRAAY) is a Great Momentum Stock: Should You Buy?zacks.com·21d agoEarnings Estimates Moving Higher for Murata Manufacturing (MRAAY): Time to Buy?zacks.com·23d agoMurata Manufacturing (MRAAY) Moves 9.6% Higher: Will This Strength Last?zacks.com·30d agoMurata Collaborates with Synopsys to Provide Simulation Models Through Ansys Electromagnetic and Thermal Analysis Toolsbusinesswire.com·32d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $MRAAY on X in the last 7 days.

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